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Bank of New York Mellon

1,484 hedge funds and large institutions have $50.8B invested in Bank of New York Mellon in 2025 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 524 increasing their positions, 547 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+63
Holders Change %
+4.43%
% of All Funds
20.16%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
170
Increased
524
Reduced
547
Closed
90
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1126
Continuum Advisory
Idaho
$264K +$65.8K +785 +33%
OPWM
1127
Oregon Pacific Wealth Management
Oregon
$264K +$24.5K +292 +10%
HTC
1128
Haverford Trust Company
Pennsylvania
$263K +$10.9K +130 +4%
SP
1129
Stablepoint Partners
Massachusetts
$262K -$5.7K -68 -2%
OKSA
1130
O'Keefe Stevens Advisory
New York
$262K +$923 +11 +0.4%
BGA
1131
Battery Global Advisors
Massachusetts
$261K
IIC
1132
Ironwood Investment Counsel
Arizona
$261K +$587 +7 +0.2%
LAM
1133
L2 Asset Management
Massachusetts
$260K +$16.9K +201 +7%
BHBT
1134
Burke & Herbert Bank & Trust
Virginia
$259K
BFWM
1135
Bright Futures Wealth Management
New York
$259K
Massachusetts Financial Services
1136
Massachusetts Financial Services
Massachusetts
$258K +$29K +346 +13%
HIP
1137
HUB Investment Partners
Texas
$258K -$2.27K -27 -0.9%
AC
1138
Apella Capital
Connecticut
$257K +$257K +3,238 New
TFA
1139
Trinity Financial Advisors
Ohio
$257K
BSB
1140
Bangor Savings Bank
Maine
$254K
OLA
1141
Oliver Luxxe Assets
New Jersey
$253K -$253K -3,018 -50%
MIM
1142
Marco Investment Management
Georgia
$252K -$33.5K -400 -12%
GVAG
1143
Great Valley Advisor Group
Delaware
$250K -$17.9K -214 -7%
DFS
1144
Dixon Fnancial Services
California
$247K
OAM
1145
Oberweis Asset Management
Illinois
$247K +$84 +1 +0%
NSIM
1146
North Star Investment Management
Illinois
$247K
MC
1147
Matisse Capital
Oregon
$247K
FAM
1148
Formidable Asset Management
Ohio
$247K +$247K +2,940 New
RWP
1149
Revolve Wealth Partners
New Jersey
$246K +$6.54K +78 +3%
CIAS
1150
CFS Investment Advisory Services
New Jersey
$244K -$420 -5 -0.2%